Franklin Municipal Opportunities Trust
PMO- Exchange
- NYSE
- SEC CIK
- 0000900422
No open-market purchases or sales by Franklin Municipal Opportunities Trust insiders were filed in the last 90 days; 89 institutions reported holding it in 13F filings for Q2 2026, worth $94.6M in total; no superinvestor holds it.
Q3 2021 vs. Q2 2021
How the institutions holding Franklin Municipal Opportunities Trust changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 74 | 1 | 72 | −1 |
| Shares | 4.04M | 2.18K | 3.94M | −101.9K (−2.5%) |
| Value | $57.2M | $31.0K | $53.9M | −$3.19M (−5.6%) |
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held Franklin Municipal Opportunities Trust at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| B. Riley Wealth Management, Inc. | 86,881 | $1.19M | 0.09% |
| Americana Partners, LLC | 23,500 | $321.0K | 0.08% |
| AlphaCentric Advisors LLC | 23,000 | $315.0K | 0.08% |
| OTA Financial Group L.P. | 14,638 | $200.0K | 0.24% |
| IHT Wealth Management, LLC | 13,958 | $191.0K | 0.02% |
| Herold Advisors, Inc. | 5,800 | $79.0K | 0.03% |
Sold out (7)
Institutions that held Franklin Municipal Opportunities Trust at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Mackay Shields LLC | 134,024 | $1.90M |
| Stifel Financial Corp | 42,431 | $600.0K |
| Sit Investment Associates Inc | 18,055 | $255.0K |
| Susquehanna International Group, LLP | 14,920 | $211.0K |
| Strategic Blueprint, LLC | 1,090 | $15.0K |
| Jones Financial Companies LLLP | 895 | $13.0K |
| Citigroup Inc | 400 | $6.00K |
Not filed for Q3 2021 yet (1)
Institutions that held Franklin Municipal Opportunities Trust at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| CWM, LLC | 2,182 | $31.0K |